Honister Partners

Specialties

As independent advisers we offer all forms of regulated advice to our clients:

— Investment Trusts and Exchange Traded Funds (ETFs)

— Mortgages

— Pensions and Retirement

— Investments

— Inheritance Tax mitigation planning

— Life and Health Insurances

— Corporate and Small /​Medium Enterprise Services

— Lifetime Mortgages and Reversion Plans

— Inheritance Tax mitigation

I have dual qualifications: IFA (Diploma — Personal Finance Society) and Chartered Accountant — England & Wales. My client base comprises private clients, small and medium enterprises and their principals and trustees. My work is mainly in investments and pensions, including trusts and IHT planning. In addition I advise on and arrange the installation and administration of group pensions and other corporate benefits. I recently set up a new Honister office in Southend High Street, and now divide my working days between the City, London (Cannon Street EC4N 5AT) and Southend — 1 High Street (SS1 1JE).

History

Established in 1995.

Honister Partners Ltd is an appointed representative of Sage Financial Services Ltd, which is part of the Honister Capital group of companies. Honister Capital owns the largest group of independently managed financial advisors in the UK.

Honister Partners Ltd. includes the former businesses of Bates Investment Services, Millfield Partnership and Inter-​Alliance, and as well as Sage Financial Services Ltd. Honister Capital also includes the independent financial advisory business Burns-​Anderson and Willis Owen. With over 1,000 advisers, including independent financial advisers, independent mortgage advisers and other specialist advisers in our regional offices throughout the UK, we have the scale and coverage to deliver a consistent and high quality service wherever you are based.

Meet the Manager

Antony D.

Manager

I have dual qualifications: IFA (Diploma — Personal Finance Society) and Chartered Accountant — England & Wales. I began my career as a trainee with Touché Ross, Liverpool /​Manchester and after qualification moved to KPMG Peat Marwick in the Cayman Islands. I moved into offshore corporate services whilst in the Cayman Islands and after returning to the UK became regulated as an IFA (Independent Financial Adviser). My client base comprises private clients, small and medium enterprises and their principals and trustees. My work is mainly in investments and pensions, including trusts and IHT planning. In addition I advise on and arrange the installation and administration of group pensions and other corporate benefits. I recently set up a new Honister office in Southend High Street, and now divide my working days between the City, London (Cannon Street EC4) and Southend. More information can be gleaned from my blog.